A detailed history of Everhart Financial Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,607 shares of IVW stock, worth $695,056. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,607
Previous 5,429 21.7%
Holding current value
$695,056
Previous $502,000 25.9%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$84.77 - $97.13 $99,859 - $114,419
1,178 Added 21.7%
6,607 $632,000
Q2 2024

Jul 24, 2024

SELL
$79.31 - $93.31 $22,841 - $26,873
-288 Reduced 5.04%
5,429 $502,000
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $416,597 - $486,745
5,717 New
5,717 $482,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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